Think Smart with TMFG

Episode 32: The Evolution of Funds - Dimensional Fund Advisors Conference Charlotte NC

Charlotte North Carolina 2nd largest U.S. financial center hosts the annual DFA conference. A company that aims to do even their best, 30 years on. What strategies and growth are we seeing in new portfolios? What is it about this company that helps them thrive in excellence?

 

Episode 31: Part 2 - Pursuing a Better Investment Experience

Key principles to improve your investment success. Practice smart diversification to manage risk. Avoid timing the market to maximize your returns. Managing your emotions can be a struggle when it comes to your investments. This and more today on Think Smart.

Episode 30: Part 1 -Pursuing A Better Investment Experience

The key principles that increase the odds of success as an investor. Enhance market pricing, what does that mean? Don't try to outguess the market. What does data 20 years out tell us? Resisting change based on past performance: can you guess which one is the superstar? Letting the market work for you, does it work that way? What are the drivers of returns and how can you get them to work in your favour?

 

Episode 28: Becoming A Great Client Takes A Little Than More You Might Expect

Today on Think Smart. Becoming a good client requires a great advisor. The importance of having sound advice and taking it. Savers vs. spenders and what it can mean to the future of your plan. The importance of goal setting and muffins, are they where it's at?

 

Episode 27: What We Learned from our Evening with Preet Banerjee

What we learned from Preet Banerjee, acclaimed Globe and Mail columnist, behavioural finance consultant and host of Million Dollar Neighbourhood. Do survival instincts kick in when they really shouldn't? What generation is surprisingly carrying the largest portion of debt today? Is the recession old news? What is anchoring? This and more today on Think Smart.

Episode 26: The Changing Face of Post Secondary Education: Can You Afford It?

How expensive is post-secondary education today? What do you really need to have saved to cover the cost of kids' education? Are there solutions to help offset the financial strain on families? This and more today on Think Smart.

Episode 25: The Value of Advice

Are you getting what you pay for? What the research data shows. Robo-advisors how can we compete? The value of management. Re-balancing the effects over 30 years and do-it-yourselfers vs. clients with professional advisors. This and more today on Think Smart

Episode 24: Is Your Cyber Identity Safe?

Identifying cyber theft for what it is. The advantages of using apps. Credit card security. The Cloud, Apple Pay, Mint and more on today's Cyber Think Smart Episode. 

Episode 23: Disappearing Act: Is the Value Premium Slowly Disappearing?

What is the Value Premium and will it disappear for good? Does a growth company automatically become a value-based company at some point? It's harder than you might think for companies to make a profit. Figuring out which way to invest with all this conflicting information can be confusing. Learn More Here.

Episode 22: Is There a Recession on The Horizon?

This week, we have seen some upsets with market yield curve inversions. What is a yield curve inversion and how does it affect long and short-term money? Understanding the runaway economy and how interest rates interact with it to keep it in check. When the recession hits, what should we do? This and more today on Think Smart.